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Mark Bloom Portfolio
Invests via Anchor Capital Management Group Inc. | Managed by Mark Bloom
Invests via Anchor Capital Management Group Inc.
Managed by Mark Bloom
Automatically Tracked
Mark Bloom Profile
With a background steeped in entrepreneurial ventures, Mark Bloom has carved out a distinctive presence within the investment landscape. Leveraging his experience as both an operator and investor, he actively engages with startups across various sectors to drive growth and innovation. His leadership capabilities have consistently attracted attention from emerging companies seeking guidance for scaling operations effectively. Bloom’s hands-on approach combines deep market knowledge with practical execution strategies, ensuring that business objectives align closely with investment opportunities. His engagement is characterized by a commitment to fostering sustainable development while addressing contemporary market challenges.
With a background steeped in entrepreneurial ventures, Mark Bloom has carved out a distinctive presence within the investment landscape. Leveraging his experience as both an operator and investor, he actively engages with startups across various sectors to drive growth and innovation. His leadership capabilities have consistently attracted attention from emerging companies seeking guidance for scaling operations effectively. Bloom’s hands-on approach combines deep market knowledge with practical execution strategies, ensuring that business objectives align closely with investment opportunities. His engagement is characterized by a commitment to fostering sustainable development while addressing contemporary market challenges.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.91%
Gain -0.4%
Monthly
0.73%
Yearly
9.13%
Drawdown
18.26%
$143.47M
Equity
Holdings
$143.47M
Investment
$111.09M
$46.5M
Profit -$1.24M
Realized
$14.12M
Unrealized
$32.38M
Dividends
$6.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$1.24M
Win %
62%
This Week
Compared To Last Week
Gain
-3.01%
Profit
-$4.46M
Win %
62%
This Month
Compared to last month
Gain
-1.46%
Profit
-$2.12M
Win %
62%
This Year
Compared to last year
Gain
-1%
Profit
-$1.45M
Win %
59%
PDI Pimco Dynamic Income Fund
+1.5%
+$17,694.57 
PDO PIMCO Dynamic Income Opportunities Fund
+1.15%
+$11,407.5 
AWF AllianceBernstein Global High Income Fund Inc.
+0.95%
+$7,200 
JEPI JPMorgan Equity Premium Income Fund
+0.37%
+$8,295 
FGXXX First American Government Obligations Fund Class X
0%
$0 
BSTZ BlackRock Science and Technology Term Trust
-3.29%
-$32,550 
BST BlackRock Science and Technology Trust
-2.02%
-$17,730 
QQQY Dfn Non Standard 100 Enhanced Option and 0DTE In ETF
-1.86%
-$22,481.53 
QQQ Invesco QQQ Trust, Series 1
-1.3%
-$1.04M 
WDTE Defiance S&P 500 Enhanced Options & 0DTE Income ETF
-1.01%
-$11,600 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.92%
-$7,117.6 
FTQI First Trust Nasdaq BuyWrite Fund
-0.67%
-$11,100 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.4%
-$6,365 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$134,518.86 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.16%
-$2,985 Events
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Dividends
Dividend Analysis
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| Trades 42 | Longs Won 20/42 47% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.99M |
| Average Win $2.62M | Best Trade (Oct 14) $25.56M | Sharpe Ratio -84.05 |
| Average Loss -$263,956.02 | Worst Trade (Mar 31) -$3.6M | Z-Score -1.08 (72.08%) |
| Commissions $0 | Avg. Trade Length 1y 1m 5d | Expectancy $1.11M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 1.23% | 12.52% |
| Consecutive Losing Trades | 543 | 489 | 435 | 380 | 326 | 272 | 217 | 163 | 109 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AWF AllianceBernstein Global High Income Fund Inc. | 80,000 | $813,600 | $762,400 | - | -$51,200 | -6.29% | +0.953% |
| BST BlackRock Science and Technology Trust | 18,000 | $658,080 | $861,030 | - | $202,950 | 30.84% | -2.018% |
| BSTZ BlackRock Science and Technology Term Trust | 35,000 | $775,250 | $956,900 | - | $181,650 | 23.43% | -3.29% |
| FGXXX First American Government Obligations Fund Class X | 5.39M | $5.39M | $5.39M | - | - | - | 0.0 |
| FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF | 67,000 | $1.56M | $1.59M | - | $27,135 | 1.74% | -0.4% |
| FTQI First Trust Nasdaq BuyWrite Fund | 74,000 | $1.54M | $1.64M | - | $96,940 | 6.29% | -0.673% |
| JEPI JPMorgan Equity Premium Income Fund | 39,500 | $2.27M | $2.25M | - | -$17,775 | -0.78% | +0.369% |
| PDI Pimco Dynamic Income Fund | 84,300 | $1.55M | $1.2M | - | -$349,853.43 | -22.63% | +1.501% |
| PDO PIMCO Dynamic Income Opportunities Fund | 84,500 | $1.15M | $1M | - | -$146,607.5 | -12.77% | +1.152% |
| QQQ Invesco QQQ Trust, Series 1 | 110,000 | $56.24M | $79.15M | - | $22.91M | 40.74% | -1.296% |
| QQQH NEOS Nasdaq-100 Hedged Equity Income ETF | 14,000 | $683,480 | $763,980 | - | $80,500 | 11.78% | -0.923% |
| QQQY Dfn Non Standard 100 Enhanced Option and 0DTE In ETF | 54,833 | $1.69M | $1.18M | - | -$508,301.53 | -30.04% | -1.864% |
| QYLD Global X Nasdaq 100 Covered Call ETF | 99,500 | $1.81M | $1.85M | - | $40,795 | 2.25% | -0.161% |
| SPY SPDR S&P 500 ETF Trust | 57,000 | $33.41M | $43.73M | - | $10.33M | 30.91% | -0.307% |
| WDTE Defiance S&P 500 Enhanced Options & 0DTE Income ETF | 40,000 | $1.55M | $1.14M | - | -$413,200 | -26.66% | -1.01% |
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FAQ
Which stocks have generated the highest profits for Mark Bloom?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $11.26M, iShares MSCI EAFE ETF - $2.69M, SPDR S&P 500 ETF Trust - $2.52M, Global X Nasdaq 100 Covered Call ETF - $595,371.2, and Pimco Dynamic Income Fund - $337,712.55. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Mark Bloom's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.14M earned over time. The largest contributors to dividend income include Invesco QQQ Trust, Series 1 - $1.03M, SPDR S&P 500 ETF Trust - $925,027.1, Global X Nasdaq 100 Covered Call ETF - $580,671.2, Pimco Dynamic Income Fund - $403,312.55, and PIMCO Dynamic Income Opportunities Fund - $352,970.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Bloom's monthly returns?
Mark Bloom's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Mark Bloom's strategy be considered aggressive or moderate?
Mark Bloom's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Bloom's strategy?
Mark Bloom's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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